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OpsMax
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FeaturesFive areas: Inbox, Treasury, Books, People, Max AI + Projects.
All featuresInboxSorted by what it costs you to miss, replies auto-drafted, tasks pulled from emailTreasuryCash planned for the month, every bill ready to payBooksEvery bank transaction matched, a running close checklistPeopleEveryone on one record, contracts and documents organizedMax AI + ProjectsMax, our AI assistant, guides every area, suggests routines, tracks key projects
AboutWho builds OpsMax.IntegrationsWorks with the tools you already use.PricingTwo ways to buy: OpsMax Platform and OpsMax Agency.CompareWhat OpsMax saves you, in time and money.

OpsMax is in development. This is how it works at launch.

Browse the docs

Getting started

How a company joins OpsMax Platform, connects its tools and invites its team.

Join the waitlist

Join the waitlist · admitted in batches · 30-day free trial on Platform.

New companies

  1. Tell OpsMax about the company: a few questions.
  2. It recommends the tools: bank, books, payroll, spend, mail, files, each marked required or recommended.
  3. You connect each supported tool; OpsMax checks it is live.
  4. Max walks you through the first month.

Company setup, with company formation through links to partners.

Growing companies

Connect: survey and connect the tools you already use; unsupported ones go on a waitlist.

What each tool's connection lets OpsMax do: Connections.

Invite your team

Each person signs in with their own account, in one of four roles: administrator, manager, team member or accountant. A new member starts as a team member. No role can move money.

Using OpsMax Agency? Our team onboards you, fresh or already running. See Plans and billing.